Customer Support Officer

Equitas Small Finance Bank Ltd.; Bengaluru; On-site; INR 300,000 - 540,000; Full time

Job summary

Equitas Small Finance Bank Ltd. Bengaluru is seeking a role focused on verifying loan documents and processing loan applications, while maintaining branch and customer records and handling tele-verification and receipts updates.

The position emphasizes compliance with statutory requirements, cash handling, and timely responses to customer inquiries, supporting disbursement targets. Basic MSCIT knowledge is preferred.

Qualifications

• Verify loan documents along with loan applications.
• Maintain branch and customer records.
• Update receipts and perform tele-verification.
• Maintain PDD register.
• Ensure compliance to statutory requirements of the branch - registers and displays of charts/posters.
• Attend to queries of customers and ensure timely response.

Responsibilities

• Ensure timely banking of cash.
• Ensure compliance of cash receipting of field staff.
• Enable the branch meet the branch objectives of disbursement.
• Completion of document checks and tele verification on time.

Skills

Loan verification

Document verification

Record maintenance

Cash handling

Customer service

Compliance

Education

Graduation

MBA (advantage)

MSCIT

Tools

MSCIT

Job description

Purpose of the role:

• The position has been created to enable clear focus on verification of loan documents along with loan application

Key Responsibilities:

• Ensure Verification of Loan documents along with loan application
• Maintenance of branch and customer records
• Ensure updating of receipts and tele-verification
• Ensure maintenance of PDD register
• Ensure compliance to statutory requirements of the branch - registers and displays of charts/posters. Petty cash management & key management.
• Attend to queries of customers and ensure that timely response is provided
• Ensure timely banking of cash
• Ensure Compliance of cash receipting of field staff
• Enable the branch meet the branch objectives of disbursement
• Completion of document checks and tele verification on time

Desired Experience:

• Number of years of experience (01-05 years)
• Type of companies/sector worked for (Private commercial banks and large NBFCs /Fresher)
• Responsibilities managed in the previous organizations(Primarily Credit function. Past experience in credit & Collection side of CV.)
• Languages (English/Hindi/local Language
• Computer/technical skills (Basic computer Knowledge MSCIT)

Qualifications:

• Graduation: (Any graduation )
• Post-graduation: (MBA would be an added advantage
• Professional Qualifications: If any would be an added advantage
• Certifications : If any would be an added advantage